Terafab AI Compute Bet, Optimus Claims & Tesla-SpaceX Synergy

Tesla and SpaceX reportedly committed $16.8 billion to a Texas Terafab project, while Tesla plans three semiconductor facilities at Giga Texas targeted for roughly 2029 completion. Musk’s $25 trillion Optimus claim remains promotional; reliability, dexterity, supplier quality, rework, training, production scale, financing, related-party exposure, dilution, and governance risks remain unresolved.